At Best Startup California we track over 300,000 Californian startups and over 1,500,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and organisations we think deserve more appreciation than they are currently getting.
We’ve ranked the top 24 Financial Services companies in Camarillo, California. The companies, startups and institutions listed in this article are all exceptional companies, well worth a follow. We have included links to their websites, socials and CrunchBase (if you’re interested in their financials).
We selected the organisations listed in this article based on:
- Track record
- Executive leadership
- Market share
- Innovation
- ESG rating
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Top Financial Services Companies & Startups (Camarillo, California)
Freeway Funding
Freeway Funding is a privately held company that provides automotive finance service intended to serve the automobile sectors.
Founder(s): David Rabin
Location: Camarillo, California, United States
Industries: Auto Insurance, Automotive, Finance, Financial Services
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Derivatas
ASC820 valuations for venture capital and private equity funds and IRC409A valuations for venture/angel funded companies
Founder(s):
Location: Camarillo, California, United States
Industries: Finance, Financial Services, FinTech, Internet, Software
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Leaders Merchant Services
Leaders Merchant Services is a California-based company which specializes in credit and debit card processing for companies of all sizes.
Founder(s):
Location: Camarillo, California, United States
Industries: Financial Services, Mobile Payments
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Mutual Securities
Mutual Securities is a brokerage firm offering general securities services to individual and institutional investors.
Founder(s):
Location: Camarillo, California, United States
Industries: Finance, Financial Services, Service Industry
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New Era Debt Solutions
New Era Debt Solutions is a debt settlement company that offers debt relief & debt reduction services that help people to become debt-free.
Founder(s):
Location: Camarillo, California, United States
Industries: B2B, Consulting, Financial Services
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Cartel Equity Fund
Cartel Equity Fund provides client base with a low risk, high rate of return on investment via significant long-term capital appreciation.
Founder(s): Don Wilson
Location: Camarillo, California, United States
Industries: Banking, Finance, Financial Services
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Bernzott Capital Advisors
Bernzott Capital Advisors is a boutique investment advisory firm that focuses on money management and advisory services.
Founder(s): Kevin Bernzott
Location: Camarillo, California, United States
Industries: Advice, Angel Investment, Financial Services, Management Consulting
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Parkway Business Solutions
Parkway Business Solutions provides accounting, bookkeeping, payroll processing and business process management services.
Founder(s):
Location: Camarillo, California, United States
Industries: Accounting, Consulting, Financial Services
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Vision Wealth
Vision Wealth is an investment management agency that offers financial, education, retirement, and insurance planning services.
Founder(s): Brent Johnson
Location: Camarillo, California, United States
Industries: Financial Services, Insurance, Retirement
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Folino Tax & Financial Network
Folino Tax & Financial Network offers diversification strategies, common stock, alternative investments, insurance & tax planning services.
Founder(s):
Location: Camarillo, California, United States
Industries: Accounting, Asset Management, Financial Services, Risk Management, Wealth Management
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Lifetime Planning
Lifetime Planning is a financial solutions company that offers insurance, wealth management, estate, risk, and retirement planning services.
Founder(s): David M. Smith
Location: Camarillo, California, United States
Industries: Consulting, Financial Services, Insurance, Wealth Management
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Barbara C. Oberman Insurance
Barbara C. Oberman Insurance Services is a full service insurance brokerage firm specializing in small to mid-size companies.
Founder(s):
Location: Camarillo, California, United States
Industries: Financial Services, Health Insurance, Insurance, Life Insurance
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True-Course Aviation Insurance
True-Course Aviation Insurance is the provider of insurance brokers for the aerospace industry.
Founder(s):
Location: Camarillo, California, United States
Industries: Aerospace, Financial Services, Insurance
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The Money Market
The Money Market specializes in real estate and home loan services for buyers and mortgage lenders.
Founder(s):
Location: Camarillo, California, United States
Industries: Financial Services, Real Estate, Residential
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Ksm Investments
KSM Investments is an investment holding company based in Los Angeles, California.
Founder(s):
Location: Camarillo, California, United States
Industries: Advice, Finance, Financial Services, Venture Capital
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Berson Money Management
Berson Money Management specializes in investment management, retirement planning, estate planning, taxation and risk management services.
Founder(s):
Location: Camarillo, California, United States
Industries: Finance, Financial Services, Retirement, Risk Management
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Gimlin & Udy Insurance Agency
Gimlin & Udy Insurance Agency offers an array of insurance solutions to meet the financial needs of individuals and businesses.
Founder(s): John Udy, Lauri Udy
Location: Camarillo, California, United States
Industries: Consulting, Finance, Financial Services, Insurance
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Barrows & Company
Barrows & Company offers a wide range of accounting, cash flow management, audit, tax planning, business and financial consulting services.
Founder(s):
Location: Camarillo, California, United States
Industries: Accounting, Compliance, Financial Services
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BrightPath Wealth Planning
BrightPath Wealth Planning is a wealth management firm that specializes in financial planning and investment advisory services.
Founder(s):
Location: Camarillo, California, United States
Industries: Advice, Financial Services, Wealth Management
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Jimenez & Co.
Jimenez & Co. provides accounting, bookkeeping, estate planning, payroll, taxation and consulting services to individuals and businesses.
Founder(s):
Location: Camarillo, California, United States
Industries: Accounting, Consulting, Financial Services
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Housing Trust Fund Ventura County
Housing Trust Fund Ventura County is a non-profit organization that provides low-cost loans, housing, funding &project development services.
Founder(s):
Location: Camarillo, California, United States
Industries: Financial Services, Funding Platform, Non Profit
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EC Proxy Voting Service
EC Proxy provides proxy voting services.
Founder(s):
Location: Camarillo, California, United States
Industries: Financial Services, Impact Investing, Security
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Senior Education Center
Senior Education Center is a financial firm that provides tax management, investment, accounting, advice, and consulting services.
Founder(s):
Location: Camarillo, California, United States
Industries: Accounting, Advice, Financial Services
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Rene S. Randel
Rene S. Randel provides financial and accounting services.
Founder(s): Rene Randel
Location: Camarillo, California, United States
Industries: Financial Services, Impact Investing, Insurance, Retirement
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